STEVE LYNCH WEALTH MANAGEMENT

Overview

Steve Lynch Wealth Management is an independent registered investment adviser organized as a corporation and registered with the SEC in 2024. The firm serves individual and family clients and offers financial planning and portfolio management for individuals and small businesses. Its compensation mixes a percentage-of-AUM fee with fixed-fee engagements. The adviser also maintains activity as a registered representative of a broker-dealer and lists an affiliation with an insurance company, which complements its use of annuities among client solutions. The firm does not position itself as a capital allocator and does not market ESG-focused strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices